Practice and Client Management News

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.

Retirement

One in four seniors works past retirement in some U.S. cities: SmartAsset study

Financial advisors say that as more seniors work later in life, they are having to adjust their retirement planning.

By Elijah Nicholson-Messmer
Data Reporter

August 8
Regulation and compliance

Brokers get another month to comment on remote work pilot program

The proposal to replace in-person inspections still drives a wedge between investor advocates and brokerage industry groups.

By Dan Shaw
Reporter

August 7
Retirement planning

6 tips for advisors to help clients plan around gray divorce

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

By Victoria Zhuang
Reporter

August 6
Technology

Is AI coming for wealth managers' jobs? Not yet, research shows

Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

By Nathan Place
National Reporter

August 5
Career advancement

Getting the leads out: Do online client-referral services work?

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

By Dan Shaw
Reporter

August 4
Politics and policy

4 in 5 U.S. adults say they never received financial education in school: Edward Jones study

Only 15% of respondents reported seeking financial advice from a financial advisor.

By Elijah Nicholson-Messmer
Data Reporter

August 3
Wealth Think The myth of the summer lull in financial advice

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

August 3

Philipp Hecker

Bento Engine

Resources

The latest Financial Planning research and discussion:

Advisor strategies
On-Demand Web Seminar Quarterly Outlook Briefing
Web Seminar The art of asking questions

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

Partner Insights from eMoney Advisor
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

Practice & Client Management: Key Questions & Analysis

How should financial advisors rethink client management as they grow their practices?

As advisory firms grow, client management often shifts from ad-hoc relationship handling to processes focused on segmentation, service models and long-term retention. Coverage in this area reflects how advisors are operationalizing client experience as a core business discipline.

What operational challenges are most important in advisor-client relationships?

Advisors face increasing pressure from capacity constraints, rising client expectations and the need to balance personalization with scale. Practice and client management reporting highlights where firms are finding success to maintain service quality while expanding.

How are advisors adapting communication strategies to changing client expectations?

Client communication strategies are evolving as advisors respond to demographic shifts, digital expectations and heightened demand for transparency. Read how firms are adjusting cadence, channels and messaging.

How does client management impact long-term practice value?

Effective client management is often viewed as a driver of enterprise value. Client management is a key area of focus for retention, referrals and succession outcomes. Learn how client experience strategy directly to firm durability and valuation.